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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
7010 Valley Creek Plz, Woodbury, MN 55125 • United States
8362 Tamarack Vlg Ste 125, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 09/2013 | 10/2023 |
| Bank Of America | Minneapolis | MN | 09/2013 | 10/2023 |
| J.P. Morgan Securities Llc | Woodbury | MN | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Woodbury | MN | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-19 |
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